linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Andrew T O'Sullivan

Meridian Wealth Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Andrew? Claim Your Profile

About Andrew T O'Sullivan

Andrew O'Sullivan is a financial advisor registered with Meridian Wealth Management, LLC. Andrew has been in the industry since 2003. He is registered in Alabama, Arizona, Florida, Indiana, and Texas. Andrew is a Registered Representative and Investment Adviser Representative and holds Series 6, 7, 63, and 66 securities licenses. Andrew is a member of the Catalina Rotary Club and the YMCA of Southern Arizona Board of Directors.

Firm Information

Andrew O'Sullivan is currently registered with Meridian Wealth Management, LLC. Meridian Wealth Management, LLC is a Kentucky-based firm that manages over $2.9 billion in assets for individuals, families, and institutions. The firm specializes in financial planning, portfolio management, and pension consulting, offering personalized investment solutions tailored to each client's unique needs. Their team of experienced professionals provides a range of services, including educational seminars and selection of other advisors. The firm has a strong focus on serving high-net-worth individuals, charitable organizations, and businesses. They also participate in wrap fee programs.
Meridian Wealth Management, LLC

100 W MAIN STREET

LEXINGTON, KY 40507

$2.91B

Assets Under Management

10

Total Clients

48

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Andrew O'Sullivan’s Registration & Firm History

KY

10/05/2022 - Present

Meridian Wealth Management, LLC (LEXINGTON KY)

AZ

02/14/2020 - 10/03/2022

EDWARD JONES (TUCSON AZ)

IL

10/11/2004 - 04/06/2005

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

Not sure if Andrew T O'Sullivan is right for you?

Licenses & Designations

BOTH

Issued 03/09/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/18/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/14/2020

Series 7TO - General Securities Representative Examination

BC

Issued 01/22/2020

SIE - Securities Industry Essentials Examination

BC

Issued 09/03/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Andrew T O'Sullivan. Review regulatory record here.
Not sure if Andrew T O'Sullivan is right for you?